Bond market selloff

Bond market selloff

From Global Research Unlocked by BofA Global Research

May 27, 2026 · 18 min · Episode 203

About this episode

The episode discusses the recent bond market selloff and its implications with global rates strategists.

Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its drivers across regions and the risks of a further extension of the moves, as well as the policy elements that can cap the rise in yields. We will also present key bond convexity and swaptions ideas in the context of elevated rates volatility. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and…

People in this episode

Host: Sphia Salim

Topics covered

  • bond market
  • selloff
  • global rates
  • yields
  • financial policy
  • elevated rates volatility

Keywords

  • bond market
  • selloff
  • global rates
  • yields
  • volatility
  • swaptions
  • financial policy

Mentioned in this episode

Organizations: Bank of America, BofA Global Research, BofA Securities

Books & works: Merrill Perspectives

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